National Sales Relationship Consultant (Employee Banking) Tempe AZ
About The Position
National Outreach Relationship Consultant will build relationships by proactively calling employees and engaging them via multiple channels including by phone, email, chat or virtually and by phone or video appointment to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs
Requirements
- High school diploma or equivalent
- Five or more years job related, retail banking experience or a combination of experience and commensurate training
- Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
Nice To Haves
- Passion, commitment and drive to deliver an experience that improves our clients’ financial lives
- Effective and confident client communication
- Proven ability to learn and adapt to new information and technology platforms
- Experience in financial services and knowledge of financial services industry, products and solutions
- Cash handling experience
- Active listening and excellent problem-solving skills
- Ability to teach customers how to use digital technology
- Demonstrate an expert level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Advanced knowledge of all applicable bank and branch policies, procedures, and support systems
- High Call Volume Inbound and Outbound
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
